Bryan Dunphy is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he volunteers as a consultant for COOKIE PLACE, a nonprofit supporting disabled adults, where he assists with school networking, fundraising, and marketing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jonah Callandret is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Guardian Life Insurance Co, The Bulfinch Group Insurance Agency, and Park Avenue Securities. Outside of his advisory role, he also engages in insurance services as an independent contractor. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning supported by proprietary software tools.

Evan Pockette is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles across various organizations including Charles River Aquatics and TSS Wealth Management. He has also been involved with educational and recreational institutions such as Bentley University and Rutland Recreation. Edward Jones is a full-service wealth management firm serving more than four million clients, ranging from individual households to institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Ruven Rodriguez is a financial advisor at Morgan Stanley with 35 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank since 2015. Outside of his advisory role, Rodriguez serves on the finance and nominating committees of The Acoaxet Club and is a board member and finance committee participant for Uncommon Schools-Roxbury Prep School. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and employer-sponsored financial planning agreements.

Jon Skov is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of his advisory role, he serves as a member of the board of trustees for the Faunce Corner Condominium Trust in North Dartmouth, MA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning and managed-account services separately, focusing on comprehensive written recommendations without discretionary trading authority.

Louis Tavares is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He is also involved in tax preparation and accounting consulting through his roles at Business Service Company and Tavares & Associates, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms, operating as a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Gina Costa is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2019. In this capacity, she collaborates with clients to identify strategies across all aspects of their financial lives, providing continuous and accessible service alongside her team. Her experience with Fidelity Investments spans multiple roles, including Private Client Group Relationship Manager from 2011 to 2014, Investments Consultant from 2008 to 2011, and Financial Representative from 2006 to 2008. This progression reflects her extensive background in wealth management and client relationship development. Outside of her professional work, Gina enjoys activities such as barre, beach outings, board games, cooking and baking, family activities, and fitness.

Christopher Yalanis is a CFP® with 24 years of industry experience, currently with Wells Fargo Clearing since 2016. Previously, he worked at Citigroup Global Markets from 2002 to 2009. He serves as an instructor for investment planning courses at Salve Regina University and is a member of the capital campaign and endowment committee at the Boys & Girls Club of Newport County. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Ian Gerrior is a financial advisor with OSAIC holding a Series 66 designation and 24 years of industry experience. He has worked at Royal Alliance Associates, INC., Sii, and Securian Financial Services, Inc. He is also the owner of a woodworking business called Fogland Woodworks. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation, portfolio optimization, and utilizes a complex affiliate network supporting various investment strategies.

Daniel Rose is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Santander Securities and New York Life Insurance Company. He is based in Bristol, Rhode Island. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its recommendations and incorporates an ESG eligibility framework in its investment process.

Trey Whalley is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked with OSAIC since 2018 and previously spent five years at Sii. Outside of his advisory role, Whalley is actively involved in community organizations, including serving as President of Works 4 U, a nonprofit focused on employment support for the homeless. OSAIC Wealth serves a diverse client base including retail investors, institutional clients, retirement plan sponsors, and charities. The firm offers a broad range of advisory and brokerage services, emphasizing model-based asset allocation and portfolio optimization across multiple investment programs.

Paul Aubin is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, Morgan Stanley & Co. LLC, Morgan Stanley DW Inc., and Truist Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party strategies.

Anthony Kutsaftis is a financial advisor with LPL Enterprise and holds the ChFC® and Series 63 designations. He has 43 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he owns a property and casualty insurance business in Middletown, Rhode Island. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Alma Calimlim is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has worked at several firms, including Fidelity Brokerage Services LLC and Randstad. She also spent three years involved with the American Red Cross. Fidelity's Strategic Advisers LLC, where she is based, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, AI-driven research tools, and its advisory roles to multiple registered investment companies.

Brenda Calkins is a financial advisor at OSAIC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Signator Investors, Banc of America Investment Services, and Quick & Reilly. In addition to her advisory role, she is also an insurance agent through her own LLC, Calkins Wealth Strategies. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services supported by a model-based investment process that incorporates asset allocation, portfolio optimization, and options for third-party managers and proprietary strategies.

Peter Serino is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and three years of industry experience. He has worked at Ameriprise since 2021 and previously spent eight years at Citizens Bank. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria. The firm provides comprehensive recommendations addressing income sources, Social Security options, and tax-efficient withdrawal strategies, supported by algorithmic tools and a centralized consulting team.

Alexander Dacunha is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at LPL Financial since 2011. He is based in Mattapoisett, MA, and holds Series 63 and Series 66 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Raymond Desormier is a financial advisor with OSAIC, holding Series 65 and Series 63 licenses and having 25 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. In addition to his advisory role, he serves as Vice President of Sales at John F. Stafford Insurance Agency, where he has been involved in insurance sales since 1995. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach involves model-based asset allocation and portfolio optimization, with various program options such as advisor-managed portfolios, Unified Managed Accounts, and third-party money manager programs.

Zachary Costa is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has worked at Merrill since 2021. His prior experience includes roles at Bank of America, Ahlborg Construction Corporation, the University of Massachusetts Dartmouth, and Brazilian Grill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jason Platt is a CFP® with 16 years of experience currently advising clients at Ameriprise. His prior experience includes roles at Citizens Securities, Bank of America, Merrill, Santander Securities, LPL Financial, Mariner, and New England Securities. He serves on the Board of Directors for The SISU Advantage. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning through written Recommendation Reports and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.